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Edge10 Jul 2026
Inside Take-Two: The Grand Anticipation
The story of how Take-Two Interactive built the empire behind Grand Theft Auto, Red Dead Redemption, and one of gaming's largest mobile portfolios.
CAF
CAF (CAF) investor relations material
CAF H1 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.H1 2026 earnings summary30 Jul, 2026
Executive summary
Achieved strong revenue growth of 16% and net profit increase of 36% in H1 2026, driven by robust order intake and improved profitability in both railway and bus segments.
Order backlog reached a record €17.7bn (+9% YoY), providing high visibility for future sales.
Solaris posted record results since its acquisition, substantially increasing its contribution.
Maintained financial solidity with Net Financial Debt/EBITDA at 0.5x and available liquidity of €1.38bn.
Reaffirmed 2026 outlook and preparing for the 2027-2030 strategic cycle.
Financial highlights
Revenue rose 16% year-over-year to €2,527M, mainly due to strong bus deliveries.
EBIT increased 32% to €150M, with EBIT margin up 0.7 percentage points to 5.9%.
Net attributable profit surged 36% to €99M; EPS reached €2.89.
Order intake was €4,035m (+31% YoY); backlog: €17,743m (+9% YoY).
Net financial debt reduced to €176M, with NFD/EBITDA at 0.5x and available liquidity of €1,379m.
Outlook and guidance
Reaffirmed 2026 outlook, targeting high single-digit to nearly 10% revenue growth versus 2025.
Book-to-bill ratio expected to remain at or above 1.
Profitability and net profit anticipated to improve further.
Dividend policy aligned with results development.
New strategic plan for 2027-2030 to be presented in Q4 2026.
Strategy for converting 10bn in backlog options
Impact of collection timing on working capital
Drivers of Solaris margin expansion in H1 2026
Strategic role of the OPTIO signalling platform
Drivers of Solaris revenue and margin growth
Inflation impact on railway segment EBIT margin
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Latest events from CAF
- Record order intake, 7% revenue growth, and 42% higher net profit with strong financials.CAF
H2 202521 May 2026 - Net profit up 66% and order backlog at record highs, driven by strong European demand.CAFQ3 202521 May 2026
- Record order intake and backlog fuel revenue and profit growth, with strong outlook for 2026.CAFQ1 20267 May 2026
- Record order intake and profit growth, with strong zero-emission mobility momentum.CAFH1 202528 Jul 2025
- Revenue up 11% and net profit up 52%, with a €13.8bn backlog and strong ESG progress.CAFH1 20244 Jul 2025
- Net profit up 15% and revenue up 7% year-over-year, with robust backlog and stable outlook.CAFQ3 202413 Jun 2025
- Record order intake and backlog drive double-digit growth and improved profitability.CAFQ1 20256 Jun 2025
- Record revenue, profit, and backlog set the stage for continued growth in sustainable mobility.CAFH2 20245 Jun 2025
Next CAF earnings date
Q3 202612 Nov, 2026
CAF
Next CAF earnings date
Q3 202612 Nov, 2026
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